CWM
Compass Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
835
| – | – | 0.06% | 141 |
|
|
2025
Q1 | $208K | Buy |
835
+5
| +0.6% | +$1.24K | 0.05% | 148 |
|
|
2024
Q4 | $182K | Hold |
830
| – | – | 0.04% | 157 |
|
|
2024
Q3 | $183K | Hold |
830
| – | – | 0.04% | 161 |
|
|
2024
Q2 | $144K | Hold |
830
| – | – | 0.04% | 178 |
|
|
2024
Q1 | $158K | Hold |
830
| – | – | 0.04% | 171 |
|
|
2023
Q4 | $136K | Hold |
830
| – | – | 0.04% | 174 |
|
|
2023
Q3 | $116K | Buy |
830
+352
| +74% | +$49.4K | 0.04% | 174 |
|
|
2023
Q2 | $64K | Sell |
478
-64
| -12% | -$8.56K | 0.02% | 224 |
|
|
2023
Q1 | $71.1K | Buy |
542
+198
| +58% | +$26K | 0.02% | 211 |
|
|
2022
Q4 | $48.5K | Buy |
+344
| New | +$48.5K | 0.02% | 236 |
|